MEXEM PROFESSIONAL SERVICE
MEXEM offers many customer account structures specifically designed to fulfill the requirements of individual traders, investors, and institutions.
150
Markets
33+
Countries
23+
Currencies
WHO does mexem
institutional SERVE?
We connect firms of all sizes to financial markets through cost-effective solutions and an outsourced capital markets infrastructure.
By affiliating with MEXEM, banks, brokers, external asset managers, financial advisors, and fintech companies can provide trading, execution, and reporting solutions for self-directed, advisory, and discretionary clients.
Through multi-asset trading, custody, clearing, and financing, we provide technology-driven prime brokerage and execution services to hedge funds, family offices, prop traders, and corporate hedgers.
Our end-to-end custody solution helps advisors of all sizes manage their investment portfolios and business.
Efficiently build a competitive advantage with our award-winning trading platforms, streamline workflow with Investment Models, and serve clients at a lower cost.
- Lightning fast executions
- Stock Sentiment and Analysis
- Advance Features
- Latest Stock News
Integrated Client Management
Manage the entire client acquisition and relationship lifecycle
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Efficient Design
âUse simplified workflows to manage your relationships effectively
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âReliable Client Onboarding Processes
âAccess multiple options for adding and migrating clients to the platform
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âManage User Access Rights
âCreate one or more Security Officers and designate up to 250 users
- Support clients from over 200 countries and territories with a single, integrated advisor master account.
- Advisors who manage client accounts above state registration minimums must be registered under local regulatory law. (generally 16 or more accounts and $25 million in assets).
- The account can be white branded with an advisor's corporate identity. Advisor master account holders must be 21 years or older.
- Individual and Joint account holders under an Advisor account structure can add authorized traders to become STL accounts.
- Professional Registered Investment Advisors can create multiple-tier accounts by adding Advisor, Proprietary Trading Group Separate Trading Limit (STL), and Multiple Hedge Fund master accounts to their account structure.
- Trading Platforms
Effective and award-winning trading platforms and tools available on Desktop, mobile, web, and API allow you to manage client assets.
- Order Types and Algos
With over 100 order types, any preference, whether limit orders or complex algorithmic trading, you will be able to execute any trading strategy.
- Pre-Trade Allocations
You can allocate block trades to multiple accounts using pre-trade allocations.
- Goal Tracker
The hypothetical performance of a portfolio and how likely you are to achieve your goals are predicted and monitored by Goal Tracker.
- Advisor Tools
The free advisor tools allow you to spot market opportunities, analyze results, manage your account, and make informed decisions.
- Allocation Order Tool
Transform and streamline the creation, execution, and allocation of group orders and capture opportunities in volatile markets by developing and deploying investment strategies.
Our Proprietary Trading Group accounts let corporations and trading organizations authorize multiple traders to enter orders in a single account or set up individual accounts for traders or strategies with separate credit limits.
- Allow multiple traders to enter orders from a single account.
- Configure sub-accounts and limits for different traders and strategies
- Lowest margin rates, starting at 0.75%
- Simplify the financing process with deep stock availability, transparent stock loan rates, global reach, dedicated support, and automated tools
- A single, coherent platform with integrated OMS/EMS
Pool Account Structure
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- Invoice clients for services rendered using automatic billing, electronic invoicing or direct billing.
- Fee structures for charging clients include percent of net liquidation value, blended fees, flat fees, percent of P&L, performance fee threshold or high-water marking.
Additional Information
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Multiple users can view and modify other traders' activities.
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Accounts from citizens or residents of all countries are accepted, except citizens or residents of those countries or regions on the sanction list of the US Office of Foreign Asset Controls or similar lists; or other countries determined to be higher risk.
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Link to Administrators for the purpose of providing administrative services such as reporting. Shop for registered Administrators at the Administrator Marketplace. Link to Administrators to provide administrative services and shop for registered Administrators at the Administrator Marketplace.
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**Monthly activity and other minimum fees may apply.
The OMS software integrates with our award-winning EMS, the Trader Workstation (TWS).
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This solution is ideal for institutions that want to reduce costs and improve productivity with a fully integrated OMS/EMS setup. It includes order management, trading, research, operations, and more. It further offers a robust and customizable order management platform that you can use within your current multi-broker setup and will easily fit the complex needs of your business.
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- Trading Platforms
Effective and award-winning trading platforms and tools available on Desktop, mobile, web, and API allow you to manage client assets.
- API Solutions
Institutions can create their own automated, rules-based trading system with our API and FIX CTCI solutions, taking advantage of our high-speed order routing and broad market depth.
- Order Types and Algos
With over 100 order types, any preference, whether limit orders or complex algorithmic trading, you will be able to execute any trading strategy
- Advanced Trading Tools
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advanced trading tools.
Family Office Managers have the freedom they need to manage any estate with MEXEMâs lowest costs, access to global markets, advanced trading platform, and cash management tools.
- Borrow at the lowest rates and manage client spending and investing from one master account.
- Cash, Reg-T, and Portfolio Margin accounts can be individually margined.
- The lowest margin rates, starting at 0.75%.
- Invest in global stocks, futures, options, bonds, and funds on over 150 markets from a single integrated account.
- Cash management tools are integrated into the Family Office master account.
- Let you and your family sub-accounts divide investments among more stocks with fractional shares to achieve a more diversified portfolio.
- Manage one or more client accounts and grant permission-based access to trading and reporting functionality.
- Track your family investments from selected benchmarks with Portfolio Check-Up and Portfolio performance reporting tools.
Manage multiple accounts of varying types under a single login, including, Individual, Joint, Trust, IRA, UGMA/UTMA, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures.
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Client users can directly fund, view statements, and trade and automated allocations based on pre-trade defined criteria.
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Accounts from citizens or residents of all countries are accepted, except citizens or residents of those countries or regions on the sanction list of the US Office of Foreign Asset Controls or similar lists; or other countries determined to be higher risk.
- Trading Platforms
Effective and award-winning trading platforms and tools available on Desktop, mobile, web, and API allow you to manage client assets.
- Order Types and Algos
With over 100 order types, any preference, whether limit orders or complex algorithmic trading, you will be able to execute any trading strategy.
- Pre-Trade Allocations
You can allocate block trades to multiple accounts using pre-trade allocations.
- Free Family Office Tools
Spot market opportunities, analyze results, manage your account and make informed decisions.
Prime Broker services to help you efficiently manage your business and serve clients.
Our Broker Portal is a robust client relationship management (CRM) system for brokers.
- Manage the complete client acquisition and relationship lifecycle.
- Use Client Data Queries to generate reports to segment and analyze your client base.
- Quickly and easily consolidate financial information from any financial institution with PortfolioAnalyst, a fully featured portfolio management tool.
Efficient Design
Use simplified workflows, logically grouped menus, and user access rights to efficiently manage your relationships from any desktop or mobile device.
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Reliable Client Onboarding Processes
MEXEM offers multiple options for adding clients and migrating to our platform, including fully- and semi-electronic account applications, a mass upload feature, and support for customized client account applications using our application XML system.
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Manage User Access Rights
Set up enhanced user access and account security by creating one or more Security Officers for the master account and designate up to 250 users by function or accounts.
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Open a business brokerage account for corporations, partnerships, limited liability corporations, and unincorporated legal structures.
- Zero ticket charges with no custodial, technology, software, platform, or reporting fees.
- Access to the SmartRoutingSM system, providing $0.47 per 100 shares price improvements vs. the industry.
- The lowest margin rates, starting at 0.75%.
- Trade stocks, futures, options, bonds, and funds on over 150 markets from a single integrated account.
- Advanced trading tools and technology to compete on speed, price, and size in the markets.
- Powerful trading and account management tools to control and delegate user permission for a business brokerage account.
One or more users manage a single account, including corporations, Partnerships, Limited Liability Companies, and Unincorporated Legal Structures.
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You must be 21 or older to open a margin account and 18 or older to open a cash account.
Accounts from citizens or residents of all countries are accepted, except citizens or residents of those countries or regions on the sanction list of the US Office of Foreign Asset Controls or similar lists; or other countries determined to be higher risk.
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- Trading Platforms
Effective and award-winning trading platforms and tools available on Desktop, mobile, web, and API allow you to manage client assets.
- Order Types and Algos
With over 100 order types, any preference, whether limit orders or complex algorithmic trading, you will be able to execute any trading strategy.
- API Solutions
Institutions can create their own automated, rules-based trading system with our API and FIX CTCI solutions, taking advantage of our high-speed order routing and broad market depth.
- Fractional Trading
Use fractional shares to buy or sell almost any US stock. Â Fractional shares are stock units that are less than one full share or by placing an order for a specific dollar amount rather than the number of shares.
- Sophisticated Risk Management
Real-time market risk management lets you understand risk vs. returns, providing a comprehensive measure of risk exposure across multiple global asset classes.
- Advanced Trading Tools
Our free advanced trading tools allow you to spot market opportunities, analyze results, manage your account and make informed decisions.
Associate with numerous wealth managers and grow your business while trading from a single and coherent interface across wealth managers, clients, countries, and products.
- Publicize services in the Investorsâ Marketplace, and accept client trading assignments from wealth managers.
- Simplify the financing process with profound stock availability, transparent stock loan rates, global reach, dedicated support, and automated tools.
- Access to the SmartRoutingSM system, providing $0.47 per 100 shares price improvements vs. the industry.
- Advanced trading tools and technology to compete on speed, price, and size in the markets.
- Single, coherent platform with integrated OMS/EMs.
- Invest globally in stocks, options, futures, currencies, bonds, and funds from a single integrated account.
Money managers are individual or organization Registered Advisors hired by another advisor to manage some or all of their clientâs money.
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Only the Wealth Manager can add client accounts, fund client accounts, set client fees, or set client trading permissions.
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Accounts from citizens or residents of all countries are accepted, except citizens or residents of those countries or regions on the sanction list of the US Office of Foreign Asset Controls or similar lists; or other countries determined to be higher risk.
- Trading Platforms
Effective and award-winning trading platforms and tools available on Desktop, mobile, web, and API allow you to manage client assets.
- API Solutions
Institutions can create their own automated, rules-based trading system with our API and FIX CTCI solutions, taking advantage of our high-speed order routing and broad market depth.
- Order Types and Algos
With over 100 order types, any preference, whether limit orders or complex algorithmic trading, you will be able to execute any trading strategy
- Advanced Trading Tools
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advanced trading tools.
Provide third-party administration, auditing, legal counsel and other services to institutions.
- Offer your services to advisors, hedge funds, proprietary trading groups and other IBKR clients via our Investorsâ Marketplace.
- Our User Access Rights system allows you to assign different roles and client accounts to individual employees within your
organization. - MEXEM offers comprehensive reporting for a client base located across more than 200 countries and territories.
An Administrator account is a single account linked to multiple Advisors, Single or Multiple Hedge Funds, Proprietary Trading Groups, and accounts to provide reporting and other administrative functions to one or more clients, funds, or sub-accounts. Administrators have no access to funding, cannot trade, and have no access to MEXEM trading platforms.
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Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls, similar lists, or other countries determined to be at higher risk.
A global solution that provides Compliance Officers with Integrated and Auditable views to monitor Employee Trading Risk and Investment Activity.
Avoid conflicts of interest and other issues caused by employee investment activities and assist compliance officers at professional services firms in monitoring employeesâ trading activity from over 200 countries and territories.
- Manage the pre-trade compliance process and limit user access.
- Audit account changes, documentation, and exception handling.
- Available support for a work-from-home workforce.
- Render employee-specific or aggregate reports.
- Access to Employee dashboard to search and manage accounts.
- Traditional and simplified language support for Chinese, English, French, German, Italian, Japanese, and Spanish.
- Integrate data with third-party software
A simple, cost-effective solution for professional services firms to monitor employees' trading activity.
Compliance Officers can appoint compliance employees to administer employee accounts anytime after an application is complete and have access to multiple individual, joint, trust, and IRA employee accounts to monitor trading activity.
Premium broker services include trading, clearing, custody, and reporting for cost-sensitive funds.
- MEXEM (MEXEMÂ LTD) equity capital exceeds $10 billion, over $7.1 billion in excess of regulatory capital.1
- The lowest margin rates, with rates starting at 0.75%*
- Depth and breadth of short securities availability, transparent loan rates, global reach, dedicated support and automated tools to simplify the financing process.
- Access to the MEXEM SmartRoutingSM system, which provides $0.47 per 100 shares price improvement vs. the industry.3
- 100+ order types â from limit orders to complex algorithmic trading â help you execute any trading strategy.
- Integrated OMS / EMS setup offers a one-stop solution for funds looking to reduce costs and improve productivity.
The Hedge Fund accounts let Investment Managers set up different structures: Â Multiple Fund and Allocation Fund accounts.
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Accounts are accepted from citizens or residents of all countries except citizens or residents of countries or regions on the sanction list of the US Office of Foreign Asset Controls, similar lists, or other countries determined to be higher risk.
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Hedge Funds are highly speculative, and investors may lose their entire investment. Lower investment costs will increase your overall return on investment but do not guarantee that your investment will be profitable. Â Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations. Supporting documentation for any claims and statistical information can be obtained upon request.
- Trading Platforms
Effective and award-winning trading platforms and tools available on Desktop, mobile, web, and API allow you to manage client assets.
- Hedge Fund Marketplace
The Hedge Fund Marketplace is an online version of a traditional Capital Introduction program. It allows Hedge Funds that use MEXEM as their principal Prime Broker to market their Funds to MEXEM clients who are Accredited Investors and Qualified Purchasers.
- Soft Dollar Commission Program
MEXEM's Soft Dollar Commission Program gives hedge funds and Professional Advisors the flexibility to offset the costs of purchasing approved research products and services using soft dollars.
- PortfolioAnalyst
PortfolioAnalyst, our online reporting and analysis interface, lets you analyze the performance of your account portfolio online by creating and saving customizable PDF reports based on a set of measurement criteria and optionally comparing the data to selected industry benchmarks.
Bring real-world experiences to your classroom with Mexemâs Educational Resources.
- The Student Trading Lab is a free online resource for educators to blend finance with real-world trading experiences.
- The Program registration process is easy and allows you to send invitations to students to open their own trading accounts.
- You can manage both your and your studentsâ accounts with Client Portal. Â Students can also reset the equity in their
accounts. - Students receive complete trading tools with a paper trading account with a starting paper trading equity of $1,000,000. Â
The account equity fluctuates like trades executed in the real market.
- Students can trade stocks, options, futures, bonds, and
currencies on US markets. - Enhance classroom content or use sample assignments
and resources to develop student trading skills. - The program is open to all educators. Â Note, however, that
the sponsoring instructor needs to apply for the student
accounts and supervise activity within the program. - Over 600 educational institutions in over 60 countries,
including top financial engineering schools participate in
the program, making it one of the most popular programs
of its kind.
Ready to get started?
Stay connected to what matters and access the key features and services of your MEXEM account â all in one place and from any device.